Profit-driven sales leader bringing demonstrated expertise in channel and partnership development. Decisive, forward-thinking and agile in face of changing market conditions. Accomplished in streamlining procedures and maximizing district profits.
Overview
20
20
years of professional experience
Work History
Branch Manager
Advia Credit Union
07.2024 - Current
Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
Maintained friendly and professional customer interactions.
Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
Director of Fundraising
Hitman Baseball Club
04.2023 - Current
Conducted regular meetings with board members regarding fund-raising activities and updates on progress towards goals.
Cultivated relationships with potential donors through targeted outreach efforts.
Led training sessions for staff members on best practices in fundraising techniques and strategy implementation.
Established clear goals and objectives for each fundraising campaign while monitoring progress towards those goals.
Analyzed data from past campaigns to improve future fundraising efforts.
Coordinated with volunteers on all aspects of fundraising activities, including event planning, solicitation of sponsorships.
Branch Manager 2
Curo Management
04.2023 - 08.2023
Managed staff scheduling, hiring and training processes.
Directed daily operations of the branch, including customer service, human resources, sales and marketing activities.
Managed and inspired team members to perform to full potential, driving branch profitability.
Conducted regular performance reviews for all employees in the branch.
Monitored financial performance of the branch on a monthly basis.
Provided guidance and support to team members regarding problem resolution and customer service issues.
Researched accounts and completed due diligence to resolve collection problems.
Reviewed, researched, and corrected discrepancies and customer concerns.
Oversaw daily posting of payments to customer accounts.
Worked with legal resources and recovery teams to manage default issues.
Contacted customers to discuss late payments and options for remitting amounts due.
Branch Manager II
Mariner Finance
07.2018 - 04.2023
Trained new staff members on proper collection techniques, policies, and procedures.
Identified potential areas of improvement in collections process and implemented changes accordingly.
Provided guidance to junior staff members on how to handle difficult customer situations.
Negotiated payment plans with customers in arrears or at risk of defaulting on payments.
Responded to customer inquiries about billing issues, account status, and payment options.
Analyzed customer payment trends and developed strategies to reduce overdue accounts.
Developed procedures to ensure timely collection of payments from customers.
Resolved escalated disputes between customers and the company concerning collections matters.
Created reports for management on past due accounts and delinquency rates.
Contacted customers in person at personal and business locations to collect payments directly.
Monitored team performance metrics such as conversion rate, average time to collect payment.
Developed and improved procedures for collection of past due amounts.
Managed daily posting of payments to customer accounts.
Received and submitted payments and applied amounts to customer balances.
Collaborated with legal department to initiate litigation against delinquent customers when necessary.
Conducted periodic audits of customer accounts for compliance purposes.
Performed research and due diligence to resolve issues.
Maintained accurate records of all collection activities in accordance with local laws.
Created and mailed current statements to customers.
Completed investigations of customer accounts and payment histories.
Assessed customer creditworthiness based on financial reports, payment histories and other sources of information.
Evaluated customer applications for credit limits in accordance with established guidelines.
Developed and maintained relationships with customers to ensure prompt payments on accounts receivable.
Ensured timely and accurate processing of all credit transactions.
Analyzed financial data to determine the degree of risk involved in extending credit.
Evaluated business practices and loan procedures to assess risk and develop mitigation plans to protect business operations and assets.
Investigated discrepancies between actual balances owed by customers versus amounts recorded in company's accounting system.
Maintained complete records of all customer accounts including contact information, payment history, notes on collection efforts and related documents.
Worked with management to evaluate credit strategies and develop improvements.
Offered counsel to clients on legal issues and options.
Engaged in risk management by reviewing proposed actions and employee conduct and assessing for potential liability.
Reviewed and drafted a variety of legal documents such as contracts, leases, deeds, wills, powers of attorney.
Branch Manager
Curo Management
06.2016 - 07.2018
Managed staff scheduling, hiring and training processes.
Directed daily operations of the branch, including customer service, human resources, sales and marketing activities.
Managed and inspired team members to perform to full potential, driving branch profitability.
Fundraising Coordinator
North Boone Youth Sports
10.2011 - 07.2018
Developed and implemented a comprehensive fundraising strategy to increase donations from individual donors.
Created promotional materials for various campaigns to raise awareness of the organization's mission.
Raised awareness and attracted donors through marketing campaigns.
Branch Account Manager
CitiFinancial
09.2005 - 07.2009
Maintained accurate records of customer transactions and other relevant information in accordance with company standards.
Coordinated promotional activities such as advertising campaigns, special events to boost sales volumes.
Reviewed existing policies and procedures within the branch's operations and recommended improvements where necessary.
Analyzed financial data to identify trends in customer spending patterns and recommend solutions accordingly.
Gathered customer feedback to identify opportunities for product development and service enhancements.
Conducted regular meetings with staff members to review performance and discuss areas of improvement.
Identified potential areas of improvement in collections process and implemented changes accordingly.
Managed accounts receivable, collections and credit activities for a large customer base.
Trained new staff members on proper collection techniques, policies, and procedures.
Provided guidance to junior staff members on how to handle difficult customer situations.
Negotiated payment plans with customers in arrears or at risk of defaulting on payments.
Reached out to customers to discuss late payments and options for remitting amounts due.
Developed procedures to ensure timely collection of payments from customers.